Latest Institutional Purchases of Truist Financial Corp (TFC)
This list provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
9KNew |
$236K - $313K
|
9K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.97KNew |
$235K - $312K
|
8.97K
$409K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.36KNew |
$193K - $256K
|
7.36K
$336K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5.7K+ 31.37% |
$149K - $198K
|
23.9K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.6K+ 55.57% |
$147K - $195K
|
15.7K
$716K
|
|
|
Sep 18, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
- |
4.68K+ 63.91% |
$123K - $163K
|
12K
$548K
|
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
BUY
|
PUT |
4.68K+ 63.91% |
$123K - $163K
|
12K
$548K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.31K+ 14.55% |
$86.6K - $115K
|
26K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.47K+ 86.76% |
$64.8K - $86K
|
5.32K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
PUT |
2.1KNew |
$55K - $73.1K
|
2.1K
$95.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.84KNew |
$48.1K - $63.9K
|
1.84K
$83.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.8K+ 10.43% |
$47.2K - $62.6K
|
19K
$870K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
800New |
$21K - $27.8K
|
800
$36.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
660+ 1.08% |
$17.3K - $23K
|
61.6K
$2.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
439New |
$11.5K - $15.3K
|
439
$20K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
350+ 3.3% |
$9.17K - $12.2K
|
11K
$501K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
59New |
$1.55K - $2.05K
|
59
$2.69K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
16+ 15.38% |
$419 - $557
|
120
$5.48K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12+ 27.27% |
$315 - $417
|
56
$2.56K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$131 - $174
|
9.13K
$417K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$78.6 - $104
|
2.28K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.02% |
$52.4 - $69.6
|
11.5K
$524K
|
|
| Q1 2023 | |||||||
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
831KNew |
$25.4M - $41.9M
|
831K
$37.9M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
285KNew |
$8.72M - $14.4M
|
285K
$13M
|
|
|
May 15, 2023
Q1 2023
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
280KNew |
$8.56M - $14.1M
|
280K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
200KNew |
$6.11M - $10.1M
|
200K
$9.13M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
108KNew |
$3.29M - $5.43M
|
108K
$4.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
72.9K+ 101.51% |
$2.23M - $3.67M
|
145K
$6.6M
|
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
37.5KNew |
$1.15M - $1.89M
|
37.5K
$1.71M
|
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
30KNew |
$917K - $1.51M
|
30K
$1.37M
|
|
|
May 19, 2023
Q1 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
CALL |
28.3KNew |
$864K - $1.42M
|
28.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
23.4KNew |
$715K - $1.18M
|
23.4K
$1.07M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
21.9K+ 63.36% |
$670K - $1.1M
|
56.5K
$2.58M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
21.5K+ 167.99% |
$659K - $1.09M
|
34.4K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
19.2KNew |
$588K - $970K
|
19.2K
$878K
|
|
|
May 10, 2023
Q1 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
15.9KNew |
$486K - $802K
|
15.9K
$726K
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
10KNew |
$306K - $504K
|
10K
$457K
|
|
|
May 12, 2023
Q1 2023
|
Venator Management LLC
Pittsburgh, PA |
BUY
|
- |
10KNew |
$306K - $504K
|
10K
$457K
|
|
|
May 09, 2023
Q1 2023
|
Cowen And Company, LLC
|
BUY
|
CALL |
10KNew |
$306K - $504K
|
10K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.21KNew |
$281K - $464K
|
9.21K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.32KNew |
$254K - $419K
|
8.32K
$380K
|
|
|
May 15, 2023
Q1 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
8.18KNew |
$250K - $412K
|
8.18K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
8KNew |
$244K - $403K
|
8K
$365K
|
|
|
Apr 24, 2023
Q1 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
7KNew |
$214K - $353K
|
7K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.16KNew |
$188K - $311K
|
6.16K
$281K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
6.01KNew |
$184K - $303K
|
6.01K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
5.73K+ 13.52% |
$175K - $289K
|
48.1K
$2.2M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.72K+ 88.63% |
$175K - $288K
|
12.2K
$556K
|
|
|
Apr 12, 2023
Q1 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
5.23K+ 14.04% |
$160K - $264K
|
42.5K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
5.11K+ 14.66% |
$156K - $257K
|
39.9K
$1.82M
|
|